WISDOMTREE TR

Ticker: DGRW CUSIP: 97717X669 Class: ETF

Capital Planning Advisors, LLC's Holding History (CIK: 0001631941)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 111,903 Value ($000) $10,008 Avg Close Range
Q3 2025
Shares 109,794 Value ($000) $9,767 Avg Close Range
Q2 2025
Shares 112,097 Value ($000) $9,387 Avg Close Range
Q1 2025
Shares 114,325 Value ($000) $9,130 Avg Close Range
Q4 2024
Shares 114,311 Value ($000) $9,251 Avg Close Range
Q3 2024
Shares 110,851 Value ($000) $9,224 Avg Close Range
Q2 2024
Shares 111,294 Value ($000) $8,687 Avg Close Range
Q1 2024
Shares 106,670 Value ($000) $8,127 Avg Close Range
Q4 2023
Shares 108,409 Value ($000) $7,619 Avg Close Range
Q3 2023
Shares 106,348 Value ($000) $6,752 Avg Close Range
Q2 2023
Shares 107,152 Value ($000) $7,143 Avg Close Range
Q1 2023
Shares 123,305 Value ($000) $7,687 Avg Close Range
Q4 2022
Shares 139,666 Value ($000) $8,430 Avg Close Range
Q3 2022
Shares 126,450 Value ($000) $6,817 Avg Close Range
Q2 2022
Shares 119,444 Value ($000) $6,845 Avg Close Range
Q1 2022
Shares 109,231 Value ($000) $6,955 Avg Close Range
Q4 2021
Shares 109,678 Value ($000) $7,223 Avg Close Range
Q3 2021
Shares 106,807 Value ($000) $6,285 Avg Close Range
Q2 2021
Shares 100,141 Value ($000) $5,975 Avg Close Range
Q1 2021
Shares 97,854 Value ($000) $5,596 Avg Close Range
Q4 2020
Shares 94,566 Value ($000) $5,103 Avg Close Range
Q3 2020
Shares 86,614 Value ($000) $4,293 Avg Close Range
Q2 2020
Shares 77,728 Value ($000) $3,536 Avg Close Range
Q1 2020
Shares 71,968 Value ($000) $2,800 Avg Close Range
Q4 2019
Shares 72,464 Value ($000) $3,512 Avg Close Range
Q3 2019
Shares 67,425 Value ($000) $3,040 Avg Close Range
Q2 2019
Shares 123,611 Value ($000) $5,396 Avg Close Range
Q1 2019
Shares 125,175 Value ($000) $5,390 Avg Close Range
Q4 2018
Shares 159,680 Value ($000) $6,121 Avg Close Range